Roberto Aguayo

In today's fast-paced world, planning is paramount to success. I take a holistic approach to wealth planning and portfolio management, ensuring that even clients with shorter-duration careers—such as professional athletes and entertainers—have a comprehensive strategy to safeguard and grow their assets over a lifetime. I collaborate seamlessly with existing advisors and agents to create tailored portfolios that generate reliable income streams, prioritizing your long-term financial security.

First-hand insight into your world
As a former professional athlete and business owner, I understand the risks and rewards faced by wealth creators, particularly those of you navigating a brief window of earnings. I emphasize financial literacy, breaking down complex concepts so you can make informed decisions about your financial future. My personal experiences equip me to guide you through the intricacies of wealth management.
Your dedicated advocate
I serve as your dedicated advocate, connecting you to the firm's vast resources, comprehensive platform and award-winning1 research. This powerful gateway ensures you have the support needed to achieve both short-term goals and longer-term aspirations.

• Portfolio management
• Trusts and estate planning
• Sophisticated lending
• Insurance needs
• Exit planning

Backed by an industry leader
J.P. Morgan is among the most trusted and resptected financial institutions of its kind. I am proud to coordinate the breadth and power of the firm's resources on your behalf.